Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Crystal? Claim Your ProfileCrystal Jamieson is a financial advisor currently registered with Sanctuary Advisors, LLC. Crystal has been in the financial services industry since 2012 and has experience with a variety of firms. Crystal is a licensed investment advisor representative in California and Texas and has a Series 7, Series 63, and Series 65 license. Crystal specializes in providing financial planning, pension consulting, and portfolio management services to individuals, businesses, and institutions. Crystal offers fixed fees, hourly charges, and a percentage of assets.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
CA
02/10/2023 - Present
Sanctuary Advisors, LLC (ALISO VIEJO CA)
CA
12/24/2019 - 02/07/2023
UBS FINANCIAL SERVICES INC. (IRVINE CA)
CA
04/02/2019 - 11/25/2019
D.A. DAVIDSON & CO. (NEWPORT BEACH CA)
CA
02/02/2017 - 03/27/2019
STIFEL, NICOLAUS & COMPANY, INCORPORATED (SAN JUAN CAPISTRANO CA)
CA
10/30/2014 - 02/02/2017
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (IRVINE CA)
CA
09/04/2012 - 03/21/2014
MORGAN STANLEY (RIVERSIDE CA)
CA
12/16/2011 - 07/12/2012
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC (IRVINE CA)
CA
01/15/2010 - 06/11/2010
MORGAN STANLEY SMITH BARNEY (SANTA ANA CA)
IA
Issued 06/22/2016
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 12/04/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/14/2010
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Crystal Jamieson is the right advisor for you? Invested Better is here to help.
